Purpose

The procedure to enter a New Invoice is listed below.

 

Restrictions

Inventory Worksheets must be defined before entering New Invoices. Invoices must be Posted before they are added to the Inventory. The Invoice may be entered and then Posted at a later time.

 

Figure 4.8 New Invoice Window

 

Figure 4.9 New Invoice Window Fields

Field	Description
Post Date	Required - The date the invoice was received.
Invoice #	The Invoice Number.
Worksheet	Required - The Inventory Worksheet that will be used to enter the Invoice.

 

Figure 4.9.1 New Invoice Window Commands

Command	Description
Create	Creates a New Invoice.
Cancel	Closes the New Invoice Window.

 

 

Procedure to Add a New Invoice

? Access the Inventory > Enter Invoices Window.

? Select the date of the Invoice.

? Enter the Invoice Number.

? Select the Worksheet to add an Invoice.

? Click Create.

 

Figure 4.10 Invoice Window

 

Figure 4.11 Invoice Window Fields

Field	Description
Item	The Item recieved.
Qty	The Quantity received.
Unit	The purchase Unit of the selected Item.
Price	The Price of the Item received. The Price defaults to the Purchase Cost of the Item.
Extension	Automatic calculation of (Qty * Price).

 

Figure 4.12 Invoice Window Commands

Command	Description
Close	Closes the Invoices Window.
Save	Saves the Invoice without posting.
Post	Posts the Invoice. Counts are updated for Inventory Items that are also sold (i.e. bottled beer). The formula to compute the Count is (Existing Count plus (Quantity entered divided by the Stock to Purchase Conversion) divided by the Sale to Stock Conversion).
Print	Prints the Invoice.
Reopen	Reopens an Invoice that has been Posted so corrections can be made.

 

? Double-click the Item to receive. A scanner may also be used to receive the Item.

? Enter the quantity and Price of the Item.

? Click Save to save the Invoice.

? Click Post to post the Invoice.

 

Related Topics

Job Right ‘Office – Enter Invoices’